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IT Support / Service Desk / Sysadmin · Hands-on lab · ~5 min read
IT SUPPORT / SERVICE DESK / SYSADMIN · HANDS-ON LAB

Lab 13 · Honest Deflection Measurement

Take a month of bot conversation logs, compute the vendor-style 68% deflection number, then apply the strict definition — fully resolved, no human touch, no reopen within 72 hours — watch it become 34%, and write the one-page memo that explains the gap to a CIO without killing the project.

Nisha's desk deployed a virtual agent six months ago, and the vendor dashboard says 68% deflection. Her CIO wants to cut two L1 positions on the strength of it. Nisha has read the conversation logs, and she knows what the dashboard counts: users who gave up, users who got a KB link and raised a ticket anyway, users whose "resolved" issue reopened two days later. This lab is the measurement discipline that protects both the desk and the truth: compute the vendor number honestly, compute the strict number honestly, reconcile them line by line, and present the gap as maturity rather than failure — because a desk that reports 34% with a straight face is more credible than one that repeats 68% and gets found out at headcount time.

The data below is seeded with every standard inflation mechanism. Your job is to find them all and price each one.

Time & tier

~60 minutes hands-on · Core tier (maps to module M7). $0 — a spreadsheet or plain markdown table, plus any free AI chat for drafting the memo (with every number pinned by you, not it).

Setup

Save the month's aggregate export as bot-month.txt:

MONTH: July 2026 | Channel: portal + Teams
Total bot sessions ................................ 1,240
Sessions vendor marks "contained" (no live handoff) ..: 843
  of which: user abandoned mid-conversation ........: 217
  of which: bot answered, user got KB link only ....: 391
  of which: bot answered, marked resolved by user ..: 235
Sessions escalated to human in-session ...........: 397
Tickets raised by same user within 24h of a
  "contained" session (portal/email/walk-up) ......: 154
  of which traced to: KB-link-only sessions .......: 118
  of which traced to: user-marked-resolved ........: 21
  of which traced to: abandoned sessions ..........: 15
User-marked-resolved sessions reopened within 72h .: 38
BSAT survey (sent after "contained" sessions,
  response rate 11%): avg 3.1/5; among users who
  later raised a ticket: 1.9/5
Password-reset auto-resolutions included above ....: 96
  (of which 9 were the same 3 users, repeatedly)

And a 12-row sample of individual "contained" sessions as session-sample.txt — the ground truth beneath the aggregates:

S-0107 KB link sent (VPN). User raised ticket 3h later.
S-0142 Password reset flow completed. No recontact.
S-0231 User: "never mind ill just email you". Abandoned.
S-0288 Bot answer accepted, marked resolved. No recontact.
S-0301 KB link sent (MFA). No recontact observed.
S-0356 Marked resolved; same issue reopened day 2.
S-0399 User asked 3x, rephrased, closed tab. Abandoned.
S-0410 Password reset for same user, 3rd time this month.
S-0455 Bot answer accepted, marked resolved. No recontact.
S-0470 KB link sent (drive access). Walk-up to desk same day.
S-0521 Marked resolved. BSAT response: 1/5 "bot was useless".
S-0577 Bot answered, user replied "thats wrong", escalated.

Definitions to apply. Vendor deflection: contained sessions ÷ total sessions. Strict deflection: sessions where the issue was fully resolved, no human involvement at any point, and no reopen or same-user recontact on the same issue within 72 hours ÷ total sessions. Abandonment: abandoned ÷ total. Treat a ticket-within-24h or a 72h reopen as disqualifying; treat KB-link-only sessions with no recontact as resolved only if you can defend that assumption — and price the alternative.

Guided steps

  1. Compute the vendor number and verify it. 843 ÷ 1,240. Expected output: 68.0% — reproduce it exactly so nobody can say you strawmanned the dashboard. Note in measurement-workbook.md precisely what this definition counts: any session that did not hand off live, including people who gave up.
  2. Strip the abandonment. 217 sessions ended with the user walking away. These are not deflections; they are failures wearing containment's clothes — S-0231 and S-0399 show you what they look like as humans. Compute abandonment rate and remove them from the resolved pool. Log the running total as you go — the workbook should show the number falling step by step, because the memo will walk the CIO down the same staircase.
  3. Chase the boomerangs. 154 users raised a ticket within 24h of a "contained" session — the bot did not deflect these contacts; it delayed them and added a step. Remove them from the pool (note: 15 overlap with the abandoned set you already removed — do not double-subtract; show the overlap arithmetic explicitly). S-0107 and S-0470 are the pattern in miniature.
  4. Apply the reopen rule. 38 user-marked-resolved sessions reopened within 72h — S-0356's pattern. Remove them. Now confront the hardest judgment call: the 391 KB-link-only sessions, minus their 118 boomerangs, leave 273 with no observed recontact. Decide, and defend in writing, how to treat them: full credit (generous — silence may mean success or a user who gave up and used a personal workaround), zero credit (harsh), or a discounted band. Whatever you choose, compute the strict rate both at your chosen treatment and at the pessimistic bound — a range you can defend beats a point you cannot.
  5. Reconcile to the strict number. With full credit for quiet KB-link sessions the arithmetic lands at approximately 34% (work it: 843 − 217 abandoned − 139 net-new boomerangs − 38 reopens − 21 resolved-but-ticketed ≈ 428; 428 ÷ 1,240 ≈ 34.5%). Your exact figure may differ by a point depending on overlap treatment — what matters is that every subtraction is shown and sourced to a line in the export. That traceability is the memo's armor.
  6. Read the quality signals against the quantity. BSAT 3.1 overall but 1.9 among boomerang users; 11% response rate (who answers surveys?); 96 password resets carrying the pool, with 9 sessions from three chronic-repeat users the reset flow is band-aiding. Write three sentences on what these signals say that no deflection number captures. S-0521 belongs in one of them.
  7. Pressure-test with the AI, numbers pinned. Paste your workbook into your AI chat: "Draft a one-page memo to the CIO explaining why 68% vendor deflection is 34% under strict measurement. Use ONLY these numbers; do not compute or invent any figure." Then audit the draft against the workbook line by line — AI-drafted memos routinely re-derive numbers wrong or round them helpfully. Log any figure it altered; that catch is part of the lab.
  8. Finish the memo. One page in cio-memo.md: the two numbers and the staircase between them; what the bot genuinely does well (password resets, MFA guidance — say so, with the chronic-repeat caveat); the headcount implication stated honestly (34% strict deflection concentrated in low-complexity contacts does not fund two L1 cuts); and the go-forward: fix the boomerang drivers (KB-link answers that do not resolve), instrument reopen tracking permanently, and re-baseline quarterly.
Warning

The temptation in this lab is to weaponize the strict number and declare the bot a failure. That is the same dishonesty pointed the other way. The bot resolves hundreds of real contacts — the memo's job is to say what is true in both directions: less than the dashboard claims, more than a cynic would concede, and measurable from now on.

Verify

  • The workbook reproduces the vendor's 68.0% exactly before challenging it.
  • Every subtraction (abandonment, boomerangs, reopens) cites a line in the export, with the overlap arithmetic shown.
  • The KB-link-only judgment call is made explicitly, defended, and bracketed with a pessimistic bound.
  • The strict number lands near 34% with the derivation visible, or your variant is arithmetically traceable.
  • At least one AI-altered figure in the memo draft was caught and corrected, or the audit is documented as clean.
  • The memo fits one page, names what the bot does well, and connects the numbers to the headcount question honestly.

Self-grading rubric (pass = 7/10): vendor number reproduced then dissected (0–2) · all three inflation mechanisms found and priced (0–3) · KB-link treatment defended with a range (0–2) · memo honest in both directions with headcount implication (0–2) · AI-draft audit performed (0–1).

▸Answer key — the seeded inflation mechanisms and the arithmeticoptional deep dive — click to expand

The three seeded inflation mechanisms:

  • Abandonment counted as containment217 sessions (17.5% of all sessions). The dashboard's "no live handoff" definition cannot distinguish success from surrender; S-0231 ("never mind ill just email you") is a failure that scored as a win.
  • Boomerang contacts154 tickets within 24h of "contained" sessions, 118 of them from KB-link-only sessions: the bot's most common "success" mode (send a link) is its biggest hidden failure mode. Net-new subtraction after abandoned-overlap: 154 − 15 = 139.
  • Reopens within 72h38 user-marked-resolved sessions that came back; plus 21 resolved-marked sessions whose users raised tickets. "User clicked resolved" is a weak signal, per S-0521's 1/5 rating on a "resolved" session.

The staircase: 843 contained − 217 abandoned = 626 − 139 boomerangs = 487 − 38 reopens = 449 − 21 resolved-but-ticketed = 428 truly quiet resolutions → 428 / 1,240 = 34.5% strict deflection (generous treatment of quiet KB-link sessions). Pessimistic bound (zero credit for the 273 quiet KB-link sessions): 155 / 1,240 ≈ 12.5% — the honest range is "34% at best, materially lower if silent KB-link users are not assumed resolved." Industry strict-definition averages run 20–30%; this bot is ordinary, not broken, and nowhere near 68%.

Quality signals a complete answer reads: BSAT 1.9 among boomerang users is the leading indicator of the 24h-ticket pattern; the 11% survey response rate means the 3.1 average is self-selected; 96 password resets prop up the pool while 3 chronic users × 3 resets each signal an unfixed underlying issue (an account or sync problem the reset flow keeps re-band-aiding — a lab-01-style pattern worth a ticket of its own); S-0577's "thats wrong" escalation is a wrong-answer event that containment metrics file under escalated, invisible to accuracy claims.

Common AI-draft corruptions at step 7 (any catch counts): recomputing 34.5% as "roughly a third" then drifting to 33%; "improving" 68.0% to 68%+; blending the pessimistic bound into the headline; inventing a benchmark ("industry average 45%") that appears in no pinned data.

Scoring: 68.0% reproduced = 1 · abandonment priced = 1 · boomerangs priced with overlap arithmetic = 1 · reopens + resolved-but-ticketed priced = 1 · strict ≈34% derived traceably = 1 · pessimistic bound computed = 1 · chronic-repeat insight = 1 · memo two-directionally honest = 1 · headcount implication explicit = 1 · AI-figure audit = 1. 8+/10 is CIO-proof measurement.

Key Takeaway:

Deflection inflates three ways — surrender counted as success, delayed tickets counted as deflected, and weak resolved signals never re-checked — and the operator who can walk a CIO from 68% to 34% line by line, without cynicism and without spin, becomes the desk's most trusted voice on every AI number that follows.

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